Inst. Holders
50 funds
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 11,862,545 | $1.1B | 21.3% | — |
| LPL Financial LLC | 7,879,633 | $776.9M | 14.4% | — |
| CAPTRUST FINANCIAL ADVISORS | 4,399,109 | $433.7M | 8.0% | — |
| RAYMOND JAMES FINANCIAL INC | 4,055,025 | $399.8M | 7.4% | — |
| AMERIPRISE FINANCIAL INC | 4,022,127 | $396.6M | 7.4% | — |
| JONES FINANCIAL COMPANIES LLLP | 3,383,745 | $318.2M | 5.9% | — |
| BANK OF AMERICA CORP /DE/ | 2,505,634 | $247.0M | 4.6% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,715,615 | $169.1M | 3.1% | — |
| UBS Group AG | 1,354,176 | $133.5M | 2.5% | — |
| ROYAL BANK OF CANADA | 1,353,914 | $133.5M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | DOUBLED | 479,593 | 1,095,108 | +128.3% | $108.0M |
| OSAIC HOLDINGS, INC. | ADD | 722,210 | 923,634 | +27.9% | $91.1M |
| Integrated Wealth Concepts LLC | ADD | 357,993 | 688,667 | +92.4% | $67.9M |
| Farther Finance Advisors, LLC | DOUBLED | 23,983 | 116,502 | +385.8% | $11.5M |
| MORGAN STANLEY | DOUBLED | 6,482 | 68,858 | +962.3% | $6.8M |
| DAVENPORT & Co LLC | DOUBLED | 5,138 | 64,398 | +1153.4% | $6.3M |
| Equitable Holdings, Inc. | TRIM | 98,963 | 52,698 | -46.7% | $5.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 14,589 | 35,812 | +145.5% | $3.5M |
| Mariner, LLC | NEAR_EXIT | 296,242 | 23,761 | -92.0% | $2.3M |
| Pinnacle Financial Partners, Inc. | ADD | 18,164 | 23,182 | +27.6% | $2.3M |